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Income Drawdown

Income Drawdown & Annuity

 

The Income Drawdown and Annuity suite creates an assessment of your clients' existing plans and calculates how best to achieve the retirement income required.

Flexible Retirement Optimiser - Allows you to:

  • Create multiple income strategies using Drawdown, Annuities or a combination of both
  • Calculate when Drawdown funds will become exhausted based on target income levels, growth and charges
  • Calculate a sustainable income to be taken up to the clients' target age
  • Demonstrate how much tax your client would pay if they took all their cash on day one
  • Show the critical yield necessary to buy an Annuity in the future
  • Use live quotes for Annuities from iPipeline's quotation platform Assureweb

Drawdown Transfer Analysis Crystallised and Uncrystallied - Allows you to:

  • Analyse your clients' existing Drawdown arrangements and assess the potential benefits of a transfer to a new Drawdown product

All tools automatically generate comprehensive reports, which are stored for future reviews and compliance purposes.


View our other products -

Tools Image
View Flexible Retirement Optimiser Sample Report View Flexible Retirement Optimiser Sample Report
View Crystallised Sample Report View Crystallised Sample Report
View Uncrystallised Sample Report View Uncrystallised Sample Report
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